Wealth Management Client Services Analyst

Morgan-Stanley; Seattle (WA); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley in Seattle seeks a Wealth Management Analyst to support Financial Advisor teams, assist with client meetings, digital tools, and reporting. The role entails helping deliver client service, marketing initiatives, and research using firm-approved systems.

Ideal candidates have 2+ years in a related field, a four-year degree or certs, and Series 7/66/63/65 licenses. Strong Excel and MS Office skills are essential in a fast-paced environment.

Qualifications

• 2+ years of work experience in a relevant field.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 or Series 63 and Series 65 required.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and assist in meetings and follow-ups.
• Support business development, marketing, reports, and financial plans.
• Assist with research using firm-approved systems and participate in client meetings.

Skills

Financial services knowledge

MS Excel

MS Office

Strong written and verbal skills

Client service orientation

Education

Bachelor's degree

Professional certifications preferred

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley in Seattle seeks a Wealth Management Analyst to support Financial Advisor teams, assist with client meetings, digital tools, and reporting. The role entails helping deliver client service, marketing initiatives, and research using firm-approved systems.

Ideal candidates have 2+ years in a related field, a four-year degree or certs, and Series 7/66/63/65 licenses. Strong Excel and MS Office skills are essential in a fast-paced environment.